Terrence Winston Casey
Investment adviser representative at Chancellor Financial Group Wb LP
14 yearsExperience
1 stateRegistered in
$249.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Chancellor Financial Group Wb LPApr 2012 to now
- Chancellor Financial GroupMar 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Chancellor Financial Group Wb LP
Legal name: Chancellor Financial Group LP
$249.3MAssets managed
1,298Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1433590
- Firm CRD
- 159563